World’s Easiest Efile: Just Save the Session

Efiling is a 2-step process:

  • Tell us which insurance company your client has (you only have to do this once)
  • After that, each time you add a session, PSYBooks automatically efiles the information to the client’s insurance company unless you tell us not to

That’s it. It really couldn’t be easier. And, in fact, even telling us which insurance your client has is pretty easy because you just select the insurance company from a list and then enter your client’s ID on the Add Client Insurance form:

Add client efile insurance

Once that piece is done, when you open an Add Session form for this client, the “Process To” select box will be pre-populated with the efile insurance company you just entered. All you have to do is fill out the other fields you want on the form and click Save (or Save & Add Client Payment):

Efile a session

You’ll get a small popup, asking you whether you want to efile now or later:

Efile a session

Clicking Submit will efile your claim. If you want to hold the claim back for some reason, choosing the second radio button will store the claim in the Process Claims & Statements tool until you’re ready to efile.

Managing ERAs with PSYBooks

When you sign up to receive ERAs in PSYBooks, allocating the data to your client charts is easy. When we receive ERAs, we parse them for you. That means that by the time you see them, we already have the client’s name filled in and the correct amount entered in each of the fields (session date, amount allowed, deductible, amount paid, etc.). The screenshot below shows you what an ERA you receive might look like when we deliver it to you:

Add an ERA

If everything looks correct, all you do is click Save. No more entering insurance payment allocations by hand. The appropriate amounts will be entered in the client’s chart, balances will be adjusted accordingly and any remaining amount due on the session will be forwarded to the next payer – either a secondary insurance or the client.

If you aren’t signed up for ERAs and would like to be, PSYBooks provides you with a list of ERA sign-up forms from almost insurance companies that are pre-populated with our clearinghouse information to make sure your insurance companies send the ERAs to the correct place.

Round it Off with an EFT

EFT, which stands for electronic funds transfer, is the third “E” in “Efile, ERA and EFT”. Once you’ve signed up for EFTs with an insurance company, they will deposit the payments they send you directly into your bank. Since EFTs only involve the transfer of money, PSYBooks isn’t actively involved. However, whether or not you want to go the EFT route instead of receiving paper checks, you may want to sign up for ERAs, which are the electronic equivalent of EOBs. Receiving ERAs in PSYBooks means that you no longer have to enter insurance payments by hand. You just have to look over the ERA to see if it seems correct and click Save.

Although some insurance companies will allow you to request both EFTs and ERAs on the same form, others have separate forms for each. PSYBooks will provide forms for ERA sign-ups that are already pre-filled with our clearinghouse information to make sure your ERAs get delivered to the correct place.

Managing ERAs with PSYBooks Managing ERAs with PSYBooks